Allocate the resources of your company on specific projects, phases or activities. Go to “Resourcing” from menu. The resourcing planner has two views: People view Project view You can navigate from a month to another using the “One … Continued
Who can allocate resources on projects? The persons who have the following access levels: “Project manager”, “Project Director”, “Accounting” and “Administrator” have full right to allocate persons on the projects. For each project it can be set allocation limitations … Continued
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Usually when you start allocating people on projects, you have no idea when they will request time-off and you want to be sure that their vacation will be very visible in the Resourcing planner. What’s happening with a person`s allocation … Continued
Over and under allocation warning colors To get the best performance and results from your team, you must avoid resources over-allocation and under-allocation. Go to “Resourcing” on menu and click on “People view” tab. A simple color scheme will make … Continued
How to make a multiple allocation Go to “Resourcing” on menu. Click on “Add multiple allocations” button from top of the planner. A pop-up with the list of the persons will appear. You can select only specific persons for which … Continued
Report based on resourcing reports Go to “Reports” on menu. Resourcing tab: Resourcing allocation report Analytics tab: Projects allocations versus burn Resources utilisation Available capacity Productivity Resourcing allocation report Go to “Reports” -> “Resourcing” -> Select a period into the … Continued